AE Wealth Management’s TXNM Energy, Inc. TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,833
| Closed | -$662K | – | 2197 |
|
|
2023
Q3 | $662K | Buy |
14,833
+902
| +6% | +$40.2K | ﹤0.01% | 1251 |
|
|
2023
Q2 | $628K | Buy |
13,931
+280
| +2% | +$12.6K | ﹤0.01% | 1269 |
|
|
2023
Q1 | $665K | Buy |
13,651
+274
| +2% | +$13.3K | ﹤0.01% | 1214 |
|
|
2022
Q4 | $653K | Buy |
13,377
+583
| +5% | +$28.4K | ﹤0.01% | 1167 |
|
|
2022
Q3 | $585K | Buy |
12,794
+1,146
| +10% | +$52.4K | ﹤0.01% | 1168 |
|
|
2022
Q2 | $557K | Buy |
11,648
+207
| +2% | +$9.9K | ﹤0.01% | 1141 |
|
|
2022
Q1 | $545K | Buy |
+11,441
| New | +$545K | ﹤0.01% | 1193 |
|